SoA and RoA
SoA and RoA - MoneyOne
Free service for dealers
|MoneyOne® Office is designed to assist dealers in integrating their Statement of Advice and Record of Advice templates for use with MoneyOne® Office Adviser Edition. |
This service is provided free of charge to dealers and ensures that compliant templates are being used by advisers.
|After MoneyOne® has been provided with a basic SoA and/or RoA template from the dealer group, created using Microsoft Word, we:|
|Following successful testing, the template is then sent back to the dealer group for sign-off prior to being installed within MoneyOne® Office Adviser Edition for your adviser network.|